Creating Sales Orders with Reference to the Contract 

Use

In this process step, you create two sales orders with reference to the value contract. The value released by the relevant sales order is updated in the value contract.

Procedure

  1. Call up the transaction as follows:
    2.

    Menu Path

    Logistics ® Sales and Distribution ® Sales ® Order ® Create

    Transaction Code

    VA01

  2. Enter the following data:
    3.

    Field

    Data

    Order type

    OR

    Sales organization

    1020

    Distribution channel

    20

    Division

    00

  3. Choose .
  4. Enter the following data:
    5.

    Field

    Data

    Sold-to party

    6005

    Purch. order no.

    RI-438900

    PO date

    Today‘s date

    Req.deliv.date

    Today’s date +4 working days

  5. Choose Sales document ® Create with reference.
  6. If the Information dialog box appears, choose .
  7. In the dialog box, choose the Contract tab page.
  8. Choose Contracts.

    9. The system determines from which value contracts the releasing partner 6005 can release from. As customer 6005 is assigned to a lower level of the customer hierarchy for the sold-to party, the system defaults the appropriate contract.

  9. Choose Selection list.
  10. To skip the warning message, choose .

    11. The Value Contract (IDES) ####: Selection List for Reference Document screen appears.

  11. Choose Enter matl.

    12. You now define which of the materials ordered by the customer is to by released against the value contract. The system checks whether the specified materials belong to one of the product hierarchies stored in the value contract, which would make them valid for release.

  12. Enter the following data:
    13.

    Field

    Data

    Material (1st line)

    Y-352

    Order quantity (1st line)

    200

    Material (2nd line)

    Y-353

    Order quantity (2nd line)

    100

  13. Choose .
  14. On the Value Contract (IDES) XXXX: Selection List for Reference Document screen, choose Copy.

    15. The Create Standard Order: Overview screen appears.

  15. Select the first item, then choose .

    16. The Create Standard Order: Item Data screen appears.

    The discount stored in the value contract has been copied into the sales order item.

  16. Choose .
  17. Choose the Shipping tab page.
  18. Note the material availability date (Mat.av.dt.) for both items.
  19. Choose .

    20. The system issues a sales order number. Make a note of this number. This order will now be referred to as Sales order 1.

  20. Choose .
  21. In the dialog box, choose No.
  22. On the Create Sales Order: Initial Screen, choose .
  23. Enter the following data:
    24.

    Field

    Data

    Sold-to party

    6006

    Purch. order no.

    RI-538900

    PO date

    Today‘s date

    Req.deliv.date

    Today’s date +4 working days

  24. Choose Sales document ® Create with reference.
  25. In the Create with Reference dialog box, choose the Contract tab page.
  26. Choose Contracts.

    27. The system determines from which value contracts the releasing partner 6006 can release from. As customer 6006 in is assigned to a lower level of the customer hierarchy for the sold-to party, the system defaults the appropriate contract.

  27. Choose Selection list.
  28. To skip the warning message, choose .

    29. The Value Contract (IDES) ####: Selection List for Reference Document screen appears.

  29. Choose Enter matl.

    30. You now define which of the materials ordered by the customer is to by released against the value contract. The system checks whether the specified materials belong to one of the product hierarchies stored in the value contract, which would make them valid for release.

  30. On the Change Value Contract (IDES) ####: List of Materials to be Copied screen, enter the following data:
    31.

    Field

    Data

    Material (1st line)

    Y-352

    Order quantity (1st line)

    50

    Material (2nd line)

    Y-353

    Order quantity (2nd line)

    100

  31. Choose .
  32. On the Change Value Contract (IDES) XXXX: Selection List for Reference Document screen, choose Copy.

    33. The Standard Order: Overview screen appears.

    The customer orders the first item for a later delivery date. You therefore need to change the existing entry for the delivery date.

  33. Select the first item, then choose .
  34. Enter the following data:
    35.

    Field

    Data

    Delivery date (1st line)

    Original date + 10 working days

  35. Choose .
  36. Choose .
  37. On the Standard Order: Overview screen, choose the Shipping tab page.
  38. Note the material availability date (Mat.av.dt.) of the second, earlier item.
  39. Choose .

    40. The Value Contract Release dialog box informs you that the target value of the contract has been exceeded. The contract item does, however, allow you to save the order with reference to the contract, thereby exceeding the target value.

  40. Choose Save.

    41. The system issues a sales order number. Make a note of this number. This order will now be referred to as Sales order 2.

  41. Choose until the overview tree appears.

In the Exit Order Processing dialog box, choose No.